Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carlie? Claim Your ProfileCarlie Elizabeth Shorr is a registered investment advisor representative at Rockwood Wealth Management, LLC, a firm located in New Hope, PA. Carlie holds a Series 65 license and has been in the financial industry since 2023. Carlie's experience includes roles at Foundations Financial Partners and The Blue Bell Inn. Carlie specializes in financial planning, portfolio management for businesses and individuals, and the selection of other advisors. Rockwood Wealth Management manages over $2 billion in assets for individuals, trusts, charitable organizations, pensions, and corporations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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PA
11/19/2024 - Present
Rockwood Wealth Management, LLC (NEW HOPE PA)
Active
Inactive
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